The DocBoss Blog
Edit Card History Entries (Including Change Log)
Users can now make edits to any of the fields in a historical entry. All changes are recorded, and the change log is visible by clicking the log icon beside any edited history entry. Identify manual history entries When manual changes are made to the active card, the...
How Do You Create A Weld Log (& Generate Weld Certs)?
The weld log will allow you to include welder certificates and weld procedures (cross referenced to welds) in the tag specific quality packages. Or you can prepare separate packages for the certs/procedures with the cross references to all tags. Project Template...
Document Codes vs Cards: What’s The Difference? (DocBoss)
In DocBoss, we differentiate between document codes and document cards. The Document Codes are types of documents that clients use as standard in all their projects. They do not represent "each" document. Some of the most common Document Codes are: From above example...
Easily Create A Table of Contents With DocBoss
The Table of Contents is always included in DocBoss compilations (databooks) and the good news is not only are they easy to assemble, you can customize them, too. Here's how to start: In your project - Click Main Project Drop DownClick Index Reports &...
How To Create Compilations In DocBoss (Video)
Do you create custom databooks for your EPC customers at the end of projects? In DocBoss we call them compilations and you can create them - fully customized - with a few clicks of your mouse. If you dread creating final databooks for your customers and then waiting...
Add A Revision Index To Packages (With DocBoss)
It is often useful to identify which cards have changed when resubmitting a package or compilation to your customer. With a revision index page, DocBoss will check each card included in the package/compilation. If the card has changed (identified by a change to its...
Editing Cards Via A CSV File With DocBoss
DocBoss enables users to make changes to existing data in the Card List using a CSV (Excel) file. When you download the file for the first time the data can be a bit overwhelming. Don't let that scare you! Here's how to make those changes. Once...
Can You Show Unlicensed Employees In Submittal History?
DocBoss users are named users who each login using their personal username and password. This makes it easy for you to track each change to a document and understand who did what. How can you deal with unlicensed users in your submittal history though? If employee...
What Makes DocBoss Stand Out Above The Rest? (Document Control)
Aside from the important features surrounding security and functionality, a common feedback point we hear is the support aspect DocBoss provides. Whether you are working with a regular client and you want to streamline your processes using DocBoss, or if you’ve...
Using IF Statements (Auto Numbering, File Naming)
A new variable has been added to the system but is not presented as a button on the pattern variable list. <CardType> with values "manual" / "auto" can be used in your patterns, it just needs to be manually typed in. Using IF statements for Document...
Can My Customer Use DocBoss To Markup Documents?
We've recently had customers ask their customers if they might use the review functions, avoiding submittals entirely. Here are our thoughts: The routing doesn't have the same level of historical reporting.With submittals, the date out, date returned etc is all...
How Do You Upload An Older Revision Of A Document?
Sometimes you may need to send a modified document while the current version is still being reviewed by the customer. An example: You send revision 0. Someone at the customer side steps outside of the normal doc control process (sometimes it is required from a timing...
Add And Edit Header And Footer Format (Customization)
If you frequently customize documentation at the end of projects for your customers, you might be interested to learn about the various benefits of DocBoss that assist in the customization process. This includes editing headers and footers to meet your customers'...
January 2022 New Release Notification
DocBoss has released our latest update for January 2022 which is now available for all customers. Below is a quick overview of the changes. The link at the bottom takes you to all release notes with full details. Customer Portal The customer portal has been changed...
Card List – Grid Row Colors Used In DocBoss
Here are some customization options you can take advantage of with DocBoss when you use cards. Default Grid Row Colors There are two default grid colors that will appear in the Card List in the following situations: Red - If expected return of card is after due date....
Run the Expedite Process and Send Emails With DocBoss
Below is the series of steps along with screenshots of the expedite process offered by DocBoss along with the reporting features and email functionality. Start Expedite Process Expediting is done in a global sense, not from within each project. You can of course...
Create a Job and Assign It To Multiple Projects With DocBoss
Creating a "Job" allows you to group multiple projects together for reporting and searches. For example, if you have two projects for a customer and you want to report across both projects, enter a job number on Project 1 and enter the same job number on Project 2....
Handling Job-Based Supplier Document Indexes
To run an SDI report for multiple projects, you will need to have assigned the "Job" to each of the projects you want to include in the report. For information on creating and assigning jobs, see our article here. Once you have assigned all projects to the Job,...
Working With Cards With DocBoss
Stage management "For Approval" checkbox on stage On the stage lists, users can enable a single checkbox called "For Approval". This has a singular purpose: On the project dashboard, there is a new lens called For Approval. If you mark off your for approval stage,...
Do You Define Document Requirements At The Proposal Stage?
When you get a request for proposal with a 20-page document submittal spec, you assume that everything is covered. I mean, you are being told exactly how and how high to jump. As long as you follow the spec, you’ve got it covered. You likely flip though the codes, and...
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